Mapping Questions to Forms
- To access the forms mapper, first select the line you are creating the form for, or click on 'configuration' in the Product Builder menu. Then, from the resources menu, select '+Add Form'
- Select the type of form you want to map.
- In the above example, 'Intake form' has been selected. Click on 'add & map form' to be taken to the form mapper. Here, you will be prompted to upload a PDF which you will then be able to map your questions to. You can also upload a Word document and use Javascript to dynamically map fields.
- Once the PDF document has been uploaded, simply draw a box on the PDF and click the corresponding question (small red box) you want to link
- After clicking on the “Link answer box to selected question” - your PDF box and text question from your line will turn green. Save mappings using the 'Save' button.
- Repeat the process for all questions that you want to map to your form.
How to map dynamic fields to forms
Dynamic FIelds/Plugins
If you want to display dynamic data from your Rating Spreadsheet on a generated PDF, simply type the name as it appears in the spreadsheet under the Plugins tab.
Remember to save your configuration!